Akamai Technologies Inc (NAS:AKAM)

$ 94.02 0.16 (0.17%) Market Cap: 14.12 Bil Enterprise Value: 17.08 Bil PE Ratio: 27.82 PB Ratio: 2.95 GF Score: 92/100

Akamai Technologies Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript

Mar 07, 2022 / 07:30PM GMT

Release Date Price: $112.01 (-0.48%)

Transcript

Keith Weiss

Morgan Stanley, Research Division - Equity Analyst

Excellent. Thank you, everyone, for joining us. My name is Keith Weiss. I run the software research group here at Morgan Stanley, and very pleased to have with us from Akamai, CFO, Ed McGowan.

So before we get started, for important research disclosures, please see the Morgan Stanley Research disclosure website at www.morganstanley.com\researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. So with that, thank you so much for joining us. We were just chatting.

Questions & Answers

Keith Weiss

Morgan Stanley, Research Division - Equity Analyst

You were here 2 years ago when we had last had this in-person. A lot's changed in the Akamai story in that time. I would say the knowable part is the security business continued to grow very well. You sustained a 25%-plus growth in overall security, and that's now representing 40% of the overall revenues at Akamai. The less predictable was the acquisition of Linode, which

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